Lead qualification
Inbound leads arrive scored and routed.
Most firms lose qualified leads to slow handoffs, missed enrichment, and a routing logic that lives in someone's head. We build the system that pulls every inbound lead - form, call, DM, referral - through enrichment, scoring, and rep assignment within minutes.
Signs the workflow is costing you.
- Leads sit in a shared inbox for hours before anyone picks them up
- Reps spend the first 20 minutes of each call digging up the company on LinkedIn
- Hot leads land on the wrong rep because the routing rules never got written down
- You cannot tell which channels are producing fit-shaped prospects
The system, in concrete terms.
Inbound leads enriched within 60 seconds of submission
Fit score computed against your written ICP, not a guess
Auto-routed to the rep with the matching territory, vertical, or product
Slack or email alert with full context already attached
Reporting view that shows where qualified leads are actually coming from
Three steps, no theatre.
- 01
Codify your fit criteria
We write down what makes a lead worth a rep's time - industry, size, geography, role - and turn it into a scorecard your team can edit later.
- 02
Wire enrichment + scoring
Inbound leads run through Clearbit, Apollo, or your preferred enrichment, get scored, and land in the CRM with the score and source attached.
- 03
Route + notify
Leads above threshold get assigned, calendar-linked, and surfaced in Slack with one-click acknowledge. Cold leads enter the nurture path.
Built on the tools you already pay for.
No proprietary platforms, no rip-and-replace. We build inside the systems your team already operates in - 8 common touchpoints for this service alone.
- HubSpot01
- Pipedrive02
- Salesforce03
- Apollo04
- Clearbit05
- Typeform06
- Slack07
- Calendly08
+ custom APIs, internal databases, and whatever your firm runs on.
Answered before you ask.
How fast can a new lead be qualified and routed?
Under 60 seconds end to end in production builds. Enrichment, scoring, CRM write, and rep notification all happen before the prospect has closed the thank-you tab.
Do we need to change CRMs?
No. We build on top of whatever you already use - HubSpot, Pipedrive, Salesforce, Attio, or Airtable. If a tool is genuinely blocking the workflow we will say so, but we never make a CRM swap a prerequisite.
What if our fit criteria change?
The scorecard lives in a config your operations lead can edit. Adjust thresholds, weights, or add a new field without booking a developer.
Other systems firms hand us next.
- Follow-up scheduling
Follow-up scheduling
Sequenced reminders, calendar holds, and nudges that run themselves.
- Client onboarding
Client onboarding
Contracts, folders, project spaces, intake links, and first-touch messages provision the moment a deal closes.
- Database reactivation
Database reactivation
Dormant CRM records segmented, re-approached, and surfaced the moment they re-engage.
Want this shipped for your firm?
One business day for a written audit: what is automatable, what should stay human, rough timeline, fixed price. No discovery questionnaire.